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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Asset Dedication

Quarter-by-quarter ownership of Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) shares owned by Asset Dedication from 13F filings

Historical chart of Asset Dedication investment in Sch Fnd Us Sm Etf schwab fdt us sc

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Us Sm Etf schwab fdt us sc held by Asset Dedication consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Sm Etf schwab fdt us sc by Asset Dedication

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 27k 56.98
2023-12-31 $1.6M 29k 55.44
2023-09-30 $1.4M 29k 48.49
2023-06-30 $1.5M 29k 50.43
2023-03-31 $1.6M 33k 48.71
2022-12-31 $1.6M 35k 46.73
2022-09-30 $1.5M 36k 42.47
2022-03-31 $2.0M 38k 53.43
2021-12-31 $2.2M 40k 55.61
2021-09-30 $2.1M 39k 52.62
2021-06-30 $2.2M 41k 54.37
2021-03-31 $1.9M 38k 50.63
2020-12-31 $1.9M 44k 42.96
2020-09-30 $1.5M 44k 33.05
2020-06-30 $1.2M 37k 31.81
2020-03-31 $1.4M 56k 25.90
2019-12-31 $74k 1.8k 40.39
2019-09-30 $69k 1.8k 37.66
2019-06-30 $69k 1.8k 37.66
2019-03-31 $83k 2.2k 37.09
2018-12-31 $73k 2.2k 32.62
2018-09-30 $91k 2.2k 40.66
2018-06-30 $89k 2.2k 39.77
2018-03-31 $83k 2.2k 37.09
2017-12-31 $85k 2.2k 37.98
2017-09-30 $81k 2.2k 36.19
2017-06-30 $78k 2.2k 34.85
2017-03-31 $89k 2.6k 34.89
2016-12-31 $87k 2.6k 34.10
2016-09-30 $9.0k 313 28.75
2016-06-30 $9.0k 313 28.75
2016-03-31 $9.0k 313 28.75
2015-12-31 $0 13 0.00

More positions owned by Asset Dedication

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
Dimensional U.S. Targeted Value ETF Etf (DFAT)
Dimensional World ex U.S. Core Equity 2 ETF Etf (DFAX)
Dimensional Emerging Markets Value ETF Etf (DFEV)
Dimensional Emerging Markets Core Equity 2 ETF Etf (DFEM)
BulletShares Corporate Bond ETF 12/15/2024 Etf (BSCO)
Dimensional International Core Equity 2 ETF Etf (DFIC)
BulletShares Corporate Bond ETF 12/15/2025 Etf (BSCP)
Dimensional International Small Cap Value ETF Etf (DISV)
BulletShares Corporate Bond ETF 12/15/2026 Etf (BSCQ)
Dimensional U.S. Equity ETF Etf (DFUS)
Schwab U.S. Large-Cap ETF Etf (SCHX)
SPDR S&P 400 Mid Cap Value ETF Etf (MDYV)
Microsoft Corp Equities (MSFT)
Apple Equities (AAPL)

View all positions for Asset Dedication

Top funds holding Sch Fnd Us Sm Etf schwab fdt us sc

Charles Schwab Investment Advisory
Clarius
Steele Capital Management
Prairiewood Capital
Trilogy Capital
Moller Financial Services
Riverpoint Wealth Management Holdings
Solitude Financial Services
First Pacific Financial
UBS Group
Resonant Capital Advisors
Bell Investment Advisors
Callan Capital
JJJ Advisors
Lincoln National

View all funds holding Sch Fnd Us Sm Etf schwab fdt us sc